Plan. Invest. Pursue what matters.

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Randy joined the industry in 1980 and for over 40 years has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 after 33 years with Merrill Lynch. Randy is part of a select group of financial advisors at UBS that have shown great success and expertise in serving the distinguished and sophisticated affluent client segment and is currently an approved portfolio manager for key local foundations

Randy graduated from Marshall University with a degree in Business Administration. He is active with his church and is an avid fly fisherman. He lives in Washington Township with his wife, Candice.

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Randale joined UBS in 2014 and specializes in custom financial planning.  Randale is a CERTIFIED FINANCIAL PLANNER™ professional, the industry standard for excellence in financial planning. He has also earned the Certified Investment Management Analyst designation, representing the highest level of credibility, integrity and investment consulting knowledge.

Prior to becoming a financial advisor, Randale served 10 years in the Navy as a cryptologic officer, giving him a unique set of skills for making sense of the complex investing landscape and helping clients navigate through some of the most difficult situations in life. Randale holds Masters degrees in computer science and applied mathematics and received a Bachelor of Science in mathematics from Miami University with a minor in finance. He is an active member of Washington Heights Baptist Church and the Oakwood Rotary, serves on the Board of Trustees for Wright Memorial Public Library, and resides in Oakwood with his wife, Amy and their four children.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Investment Management Consultant
• CERTIFIED FINANCIAL PLANNER

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Matt graduated from Wright State University in 2007 with a Double Major in Accounting and Finance. Matt then went on to earn his Master of Accountancy degree in 2008. He passed all levels of the CPA exam in 2010 and the CFA Exam in 2015. Matt started working in the industry in 2007 and joined UBS in 2020. He currently serves clients as a Financial Advisor and enjoys working with them to maximize their future wealth. With a passion for investing, learning, and serving others, Matt currently serves as a volunteer on the Wright State University Foundation Investment Committee.  Matt currently resides in Mason, Ohio with his three children William, Sophia, and Andrew.

• Chartered Financial Analyst

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Vanessa is devoted to working with families to build and maintain their wealth plan. The wealth plan serves as the cornerstone for identifying goals, appropriate risk tolerance and a tool for uncovering potential deficiencies. By creating a plan, clients are able to think deliberately, define their goals and work to align their assets accordingly. Vanessa works through the planning process, determines needs and prepares for a range of possible future scenarios to help uncover opportunities and risks that might otherwise be overlooked.

Vanessa earned her B.S. from Ohio State University and MBA from the Kellogg School of Management at Northwestern University, and is a CERTIFIED FINANCIAL PLANNER™ professional. Originally from Ohio, Vanessa lives in Glen Ellyn, IL with her husband and two children. Vanessa enjoys to cook, golf, and is involved in her community.

• CERTIFIED FINANCIAL PLANNER

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Tom joined our team in 2025 as a Senior Wealth Strategy Associate. He has twenty-four years of financial institution advisory experience, specializing in client relationship enhancement and personalized financial guidance. Known for his commitment to client-first service, Tom has built a distinguished career by developing long-term, trust-based relationships that support financial wellness and client loyalty.

Tom holds a Bachelor of Science in Marketing from the University of Dayton. He is an assistant basketball coach at Madison Local Schools in Middletown, an active member of First Baptist Church of Middletown, and resides in Butler County with his wife Terri.

Nicole joined our team in 2009 and has worked in the industry since 2000. She coordinates client meetings, handles account openings and customer service. In her free time, Nicole enjoys spending time with her husband and two children.

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Brittany has over a decade of experience in the financial services industry. She began her career in banking before coming to UBS where she has held multiple roles in the client service space. She obtained her Series 7,66, and Ohio insurance licenses before pursuing her 9/10 management licenses. She then spent several years as an Operations Manager with UBS’s Field Processing Center of Excellence before joining the Honaker Hayes Wealth Management Group as a Team Administrator in 2024.

Brittany is a lifelong Daytonian and currently resides in Moraine with her husband, Ryan, and their 2 cats. In her free time, she enjoys working out, reading, attending concerts, and spending time with friends and family.

Braden joined the Honaker Hayes Wealth Management Group in late 2025 after beginning his career in banking and obtaining his Series 6, 63,65, and Ohio insurance licenses. He graduated from the University of Dayton and has always lived in Dayton, Ohio. In his free time, he enjoys working out and spending time with friends and family.